Gary Shilling recently wrote a five-part series for Bloomberg News on the economy. His view is that GDP growth comes primarily from consumers spending from either higher income or from reduced savings and debt accumulation. In his view, the…

Gary Shilling sees a hard landing in China as they try to deal with the bad debt problem there. But note, when he says 'hard landing', he says this would "knock their growth rate in half." That's still almost 5% annualised GDP growth. Video…

The separation of abodes from investments should work to the advantage of rentals in future years. We’re not suggesting that Americans will give up on single-family owner-occupied housing. The idea of a single-family home of your own is…

Gary Shilling spoke with Bloomberg's Tom Keene yesterday in a wide-ranging interview. I have posted the video below for you to watch. But let me say a few words about the interview. First, it is noteworthy that in this multi-faceted…

This is a very good debate between Garry Shilling, a prominent deflationista, and Peter Schiff, a prominent inflationista, because it shows you the core substance of the arguments on the inflation-deflation debate. I am calling this one for…

Note from 19 Oct 2010: It has come to our attention that the substance of this post was originally penned by Gonzalo Lira, who posted it both at his site and at Zero Hedge this time last week. Initially we thought that there was some sort…

by Gary Shilling Investor attitudes have reversed abruptly in recent months. As late as last March, most translated the year-long robust rise in stocks, foreign currencies, commodities and the weakness in Treasury bonds that had commenced…